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James looked over the home he worked so hard for, for what he knew, would be the last time…
He was sure he had thought of everything when it came to being successful…
Start an IFA business, nourish it with many years of hard work, and sell it for a premium price.
But he forgot a vital step. Many of you will have too…
Be well prepared for the first appointment you have with a potential buyer.
People say, “don’t judge a book by its cover”, but when that book is worth over five six figures, buyers can’t help but judge.
Because James failed to prepare for his first appointment, he failed the sale of his IFA business. He didn’t get the premium price he needed to retire to the fullest, and is having to sell his home to survive.
Don’t let this be you.
Download our Financial Times Webinar, with COO Ben Spratt The 3 Key Value Traps to Avoid When Selling your IFA practice, now.
It explains in detail everything you need to consider when exiting the industry.
I wouldn’t want you to go through the same painful process as James, especially when it’s so easily avoided.
Best wishes,
Steve Hagues
PS Want to know the key to a good Succession Plan? Click here.
PPS Want to know what the market is doing right now? Click here, our expert consultants are here to update you with all the information you seek!
